Information about User Interface and Navigation
Use Case: If you need to create a deal card for claim, cancellation, or service for an existing policy of an active client, then this enhancement
Now agents can send quote sheets to their contacts or potential customers both via email and text. Navigate to Pipelines Click on a dealcard Scroll down on
In this article, you will learn: Auto-saving of personal or commercial deal type Deal cards can be added manually in the Pipelines or are created
Now you can mark any custom field as mandatory while creating or updating the pipeline. These fields will be reflected while adding a deal card
Update – The option to add labels to the deal card is now available within the card view Application – Easier access to add labels
The search option has become smarter! Now you can search by name or number in all three sections- Contact, Policy, Account, and Deal Card. To
Description – Deal cards can be archived, moved, or copied from one stage to another. Benefit – Ease in managing the deal cards. Process-Â Navigate
In this article, you will learn: Notes Editor in Contacts Notes Editor in Pipelines Enhanced Mention in Text Editor The editor for notes gives you
Now along with the premium amount, the revenue amount will be visible on the deal card. Â /*! elementor – v3.14.0 – 26-06-2023 */ .elementor-widget-image{text-align:center}.elementor-widget-image
In this article, you will learn: How to add Deal from Pipelines? Select Label while adding a deal card More option in add deal Retention
One of the core missions of the InsuredMine platform is to help agencies in sales efforts – To increase conversions and close rates in the
Now all the agents who have access to the particular pipeline will have access to the labels of the specific pipeline. They can add/edit/delete labels
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